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What are the best practices for Power BI consultants in managing client expectations?

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  • What are the best practices for Power BI consultants in managing client expectations?



    Begin with a detailed scope document outlining deliverables, timelines, and key milestones. Regular check-ins with the client allow you to provide updates and gather feedback to ensure alignment. Set realistic timelines based on the complexity of data and reporting needs. Provide clients with transparent progress reports, outlining what has been completed and what remains. Offer training sessions to help clients understand how Power BI consulting can meet their goals, and ensure flexibility in case the client’s needs evolve over time.
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